Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and Aerotek, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Thomas Little is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory work, he serves as an advisory board member for the YMCA of Everett and owns a family LLC involved in building residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Michelle Sager is a financial advisor with Ameriprise in Redmond, WA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she serves as a franchise advisor and lease signer, managing sublease arrangements for office space. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation approach that integrates investment research and third-party data.

Mark Stanley is a financial advisor with Osaic, holding a Series 66 license and nine years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2016 and previously with Hornor Townsend & Kent Inc. Outside of his advisory role, Stanley is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports comprehensive financial planning and multiple investment programs through a large multi-advisor platform.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Perry Grant is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Sandstrom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Shari and James Jenkins Inc. and Waddell & Reed, Inc. His other business activities include operating DBAs affiliated with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Selena Riggins is a financial advisor at Fidelity with 25 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates in various roles since 2002. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jingfeng Cao is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera, Cao worked at Avantax Insurance and Advisory Services and has operated Cao & Associates LLC since 2019, providing tax planning and consulting services to individuals and small businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Shanessa Freshour is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, she spent eight years at Edward Jones and ten years in retail management at Signet/Kay Jewelers. She also sells excess energy generated from solar panels on her home to the electric company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

David Lund is a financial advisor with Thrivent Investment Management in Shoreline, WA, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lund teaches German on weekends and seasonally, including preparing students for the Deutsches Sprachdiplom and AP German exams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic goal-based analyses and written recommendations across a broad range of planning topics without discretionary trading authority.

Jack Qu is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch and multiple J.P. Morgan affiliated entities. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Xiuzhen Chen is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Chen has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Christopher Austin is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. Prior to his financial services career, he worked at North Coast Electric Company for eight years and at Mill Creek Country Club for five years. He is also involved with Freise Financial, Inc. as a registered investment advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Jacob Sandberg is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Sandberg also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Gilbert is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including Morgan Stanley Private Bank, National Association. Prior to that, he was employed at LoCorr Distributors and Clearbridge Investments, LLC. Outside of his advisory work, Gilbert serves as president of the board for the Mercer Island Beach Club and is involved in several business ventures related to lending, fisheries, agriculture, and building supply sales. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Paul Dellino is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2014 and has served in the United States Coast Guard since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Smaly Khong is a Series 66-registered financial advisor with Morgan Stanley in Kirkland, WA, where he has worked since 2015. He has eight years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside research from its Global Investment Committee.

Janet Lee is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing in a similar capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning and consulting services that are generally non-discretionary and supported by a variety of portfolio management strategies and affiliated research.